Geneos Wealth Management Inc. Invesco ETF Fd Tr Invesco S&P Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 125 shares of XMVM stock, worth $6,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 125 -0.0%
Holding current value
$6,861
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$45.14 - $48.64 $5,642 - $6,080
125 New
125 $5,000
Q1 2022

May 16, 2022
SELL
$44.9 - $50.28 $9,429 - $10,558
-210 Reduced 10.97%
1,704 $82,000
Q3 2020

Sep 07, 2021
SELL
$25.44 - $30.44 $9,794 - $11,719
-385 Reduced 16.75%
1,914 $52,000
Q2 2020

Sep 07, 2021
SELL
$20.78 - $30.61 $3,948 - $5,815
-190 Reduced 7.63%
2,299 $59,000
Q1 2020

Sep 07, 2021
SELL
$19.43 - $35.6 $8,937 - $16,376
-460 Reduced 15.6%
2,489 $56,000
Q4 2019

Sep 07, 2021
SELL
$30.85 - $35.69 $47,817 - $55,319
-1,550 Reduced 34.45%
2,949 $103,000
Q3 2019

Sep 07, 2021
BUY
$31.69 - $33.12 $27,126 - $28,350
856 Added 23.5%
4,499 $143,000
Q2 2019

Sep 07, 2021
SELL
N/A
-282 Reduced 7.18%
3,643 $119,000
Q1 2019

Sep 07, 2021
SELL
N/A
-590 Reduced 13.07%
3,925 $123,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,055 Reduced 18.94%
4,515 $123,000
Q3 2018

Sep 07, 2021
BUY
N/A
5,570 New
5,570 $174,000

Others Institutions Holding XMVM

# of Institutions
65
Shares Held
2.82M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF FD TR INVESCO S&P

XMVM Quotes by TradingView
  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email